Clarity before anything else
Most businesses know AI could help — but not where to start, who to trust, or what's actually worth doing. The AI Audit answers all three, in a single focused session.
of AI projects fail
Not because AI doesn't work — but because they weren't planned properly. An audit builds the roadmap that prevents wasted investment.
You're buying clarity
You leave with a clear, prioritised list of AI opportunities ranked by impact — not a vague pitch or a generic report.
Hard to find real expertise
Most consultants will advise you, then leave. We both design the strategy and build the solution — so the plan is always grounded in what can actually be executed.
High-impact opportunities only
We're not looking for every possible use of AI — we're looking for the 3–5 that will move the needle most for your specific business, right now.
What we might uncover for you
Every business is different, but here are the kinds of AI agents we regularly find high value in:
AI Email Salesperson
Intelligent, personalised follow-ups with relevant research — like cloning your best sales person. Personalised subject lines get 26% more opens.
AI Sales Closer
Automatically reconnects with warm leads that have gone cold, with personalised messaging based on previous interactions.
AI Content Engine
Generates blog posts, social content, newsletters, and more — trained on your brand voice, continuously producing on-brand material.
AI Auto-Analyst
Analyses voice or text recorded meetings and documents, extracting top sales phrases, lead objections, and red flags before they escalate.
AI Support Bot
Handles customer enquiries around the clock — initial responses, follow-ups, monthly check-ins — and escalates when a human is needed.
Email Triage
Automatically sorts, categorises, and routes your inbox the way you would manually — saving hours of email management each week.
Lead Qualification
Finds and screens prospects from LinkedIn and the web, sends personalised outreach at scale, and keeps your CRM updated automatically.
Competitor Analyst
Weekly automated analysis of competitors, industry news, or any source you choose — delivered as a clean briefing to your inbox.
Document Intelligence
Summarises meetings, transforms calls into PowerPoints or podcasts, and keeps your CRM updated — no manual note-taking needed.
How the audit works
A structured four-step process — from first contact to a written report with actionable recommendations.
Intro call · ~15 min
We meet and cover the basics
A short video call to get acquainted. We'll touch on a couple of your key business pain points, share what AI agents can realistically do, and align expectations. We'll also explain the difference between tasks, processes, and systems — and the level of detail needed to automate each one.
Discovery form · ~20 min
You tell us about your business
Our discovery form covers your team, tools, workflows, and biggest time drains. The more detail you provide, the more targeted your recommendations will be.
Fill out the discovery form →Discovery call
We go through your top 3 automations
Based on your discovery form, we'll have identified three automation opportunities that offer the maximum value for your business — whether that's measured in time saved, revenue generated, or cost avoided. We walk through each one in detail on this call.
Your report
You receive a written action plan
Within a few days, you'll receive a written report covering your top opportunities in detail — how each one would work, estimated ROI, and a realistic implementation path. We also include a summary of other lower-priority options so you have a full picture.
What's included in your report
Ready to find your high-impact opportunities?
Book a free 15-minute intro call — no commitment, no hard sell. Or fill out the discovery form first if you'd prefer.